Trying to use a customer segment to auto create orders.
-Use a customer segment to a create (either in draft or orders) multiple order.
-And/or Be able to import a customer list with “sku heading” to allow us to then create orders from that import
-And/or from the “create orders” be able to select a customer segment or customer tag to select multiple customer to generate orders.
Here is what we have. We do a lot of corporate gifting and schools fundraising. They send us a spreadsheet to upload with customer info which we create a tag and then use to make a segment and manually enter each product ordered so we can create shipping labels. Then we keep a separate order that charges the customer for the quantity of each sku ordered and the combined shipping costs.
We would like to automate the order process. To be able to upload the spreadsheet that includes a single or multiple SKU(s) that we could then bulk order for that customer and/or automatically populate a normal or draft order for each of the segmented customers.
I know shopify separates the product and customer data so I can’t simply add a product header to the csv upload form, and there is no way to select multiple customers to create orders that I know of. So each customer segment is created, then each customer from that segment has an order manually inputted until we have gone through the entire list of the segment.
This is very time consuming when you have hundreds of names on the segments that need individual orders.
Any help is appreciated.
Unfortunately I’m responding not because I have the answer–but because I have the same question. Have created a segment of customers who will all be receiving the same item, and want to be able to be able to use to generate shipping labels/bulk order, so following along in case anyone has any input
The spreadsheet is as it’s designed from Shopify. You can download the sample template from the customer segment section.
We use this template to provide to our clients for corporate gifting. So that a customer fills out their client information and their product request and we use that to generate orders in the system.
Currently we can only import that data as a customer profile (name, address, tag, note) then we manually create a draft order in the system with that customer name for that product. Then we would duplicate that order manually for each customer that we imported, changing the customer name each time prior to saving the order.
It’s very time consuming. The product is designated via the “note” field on the csv template or sometimes the client chooses one product (from an off line discussion or phone call) and a custom message to be included with the product which then is designated under the “note” category while then the product is something we notate separately apart from the csv.
What we are looking to do is to be able to import a customer CSV file with product information that aligns to a product we have created and have the ability to manually (via bulk edit) or automatically generate bulk orders from that customer segment csv file. Does that make sense?
[eradicated]
Shopify doesn’t support creating bulk orders directly from customer segments or tags. Most merchants use the Bulk Order app, Shopify Flow, or API scripts to create draft orders from a CSV containing customer and SKU data. Tools like Ketch can also help manage customer data compliance during large campaigns.
I was able to find a app add-on that resolved this issue.